Walt Disney Trending: Analysts See Upside for DIS

(DIS) stock has risen 0.06% over the past week, gained 2.25% over the last month, and is up 5.65% in the past 12 months. Wall Street’s analysts are firmly bullish, with a Strong Buy consensus and an average 12‑month price target of $137.29, implying meaningful upside from the last closing price of $112.98.

Analyst Helena Wang of Phillip Securities Research (Singapore) has just initiated coverage on Walt Disney with a Buy rating and a target price of $130.00, suggesting further room to run from current levels. Her call fits into the broader positive sentiment around the stock, as analysts see Disney’s diversified entertainment empire and strong brands as key growth drivers. Wang holds a mid-pack ranking of 4,007 out of 11,984 analysts on TipRanks, with a solid 54.55% success rate and an average return of 11.40% per rating.

Wang’s report highlights Disney’s unique position as a leading global entertainment company with a portfolio that spans content creation, streaming, sports media, and theme parks. Core franchises including Disney Animation, Pixar, Marvel, and Star Wars anchor an “unrivalled intellectual property ecosystem” that fuels consumer engagement across platforms. This IP base, she argues, allows Disney to monetize content at scale through subscriptions, advertising, licensing, and consumer products, supporting long-term revenue growth.

A key pillar of the bullish case is the Experiences segment, which accounts for about 45% of Disney’s revenue and remains its most consistent engine. This business, which includes theme parks, resorts, and cruise operations, has been delivering high-single to low-double-digit year-on-year growth, supported by resilient attendance, rising per-guest spending, and effective pricing. At the earnings level, Experiences is expected to contribute 57% of total operating income in FY25, while the Sports division provides additional stability with around 16% of earnings, even through industry headwinds in advertising and streaming.

The other major catalyst is the turnaround in Disney’s direct-to-consumer streaming operations, which have moved into profitability since the second half of 2024. According to Wang, this shift has been driven by price increases, the rollout and scaling of ad-supported tiers, tighter content cost control, and better bundling across Disney+, Hulu, and ESPN+. These changes have pushed average revenue per user higher (around $8.00 in 4Q25 versus $7.30 in 4Q24) and reduced churn. Anchored by a discounted cash-flow valuation using a 7.7% WACC and 3.5% growth rate, Wang’s Buy rating and $130 target underscore why many on Wall Street see Disney as a long-term compounder. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.